See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,759 | $95,803-18.8% | $113,168-31.3% | $84,808-8.3% |
| Participation rate | 60.6% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.7pp |
| Annual return | 60.68% | 25.00%+35.7pp | 24.27%+36.4pp | 40.90%+19.8pp |
| Employer contribution / active EE | $1,889 | $2,360-19.9% | $2,975-36.5% | $2,631-28.2% |
| Participant deferral / active EE | $4,024 | $4,242-5.1% | $5,107-21.2% | $4,212-4.4% |
| Admin fee / account holder | $11,604 | $8,989+29.1% | $12,068-3.8% | $7,344+58.0% |